Palantir’s Explosive Growth: Is It the Next Nvidia?

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3:48um okay is this the next nvidia as far as the run like the run that we saw with nvidia a couple years ago is palantir the next run like that um nvidia is the second greatest return asset next to bitcoin if you look over a 10-year period so i'm not sure if they'll be there but i do think that they may be the new tesla before elon went off the rails so i will look It's like the 2011-2010 moment. They are on fire. I can see them getting to 158 by the end of the year if things remain the same. I do think they're having an amazing run. Still morally don't love to invest into them. But if you're looking for a potential exit price, if that's going to be a point of contention, by the end of the year, 158 is where I think they should land.

4:43And I think they're probably one of the best run companies. And since there isn't any more quantitative easing, notice that we are not building more social apps. We are building more dating apps. We're building real things that have an impact in the real world. And I think Palantir at a time when it was not sexy to be in a space when quantitative easing was afloat, they found their footing as the economy has changed. So they've done a tremendous job. Maybe not the new NVIDIA, but I do think they are the new Tesla. That's a fair comparison. The market cap is at$328 billion. And you're right. Like if it has a run, like a Tesla run, you can see that getting up to$1 trillion.

5:31Yeah. I mean, defense tech, we've seen the power of it. It's going to lead the wave for the near future and the long-term future. I'll be interested in seeing the cyber security sector as well when we talk about we talk about it from a defense standpoint but the security around AI is going to be important too so I'll be interested in seeing that but I think that was probably the most accurate I don't know if NVIDIA which is on pace to be at 4 trillion presumably by the end of this month yeah hopefully right for all sake we'd be happy to see that first time in history that that has happened I don't know if it does that just because the use case is so dramatically different.

6:13Yeah, it's just such a drastic difference in what they're being used for. But yeah, I think this will be a trillion dollar company. Three-year target price,$235.57. I want to be the first on record to say it. I want to hear y 'all in the morning taking my take on other platforms, but $235.57 is where I have it in three years. Entry point for Palantir, I like $127.99 if you're holding for long term. $127.99. You heard him. $127.99, ladies and gentlemen. Bitcoin. How much crypto should somebody hold in their portfolio? I'm going to be on the record and say the 60-40 bond split is dead. To any advisor who emails you and tells you otherwise, I'm sorry.

7:04I can't get a real answer What's going on with the bond market I do think At this point It's inevitable And highly advisable For at least 20 % of your portfolio To be into cryptocurrency If we're just looking over a return Basis And I'm not mentioning all coins I'm talking about the big three If you look at Ray Dalio's all weather Portfolio strategy the last asset class to be added was crypto but it's given the most return it would behoove you to have at least 20 percent in um you don't i don't think you have to be 100 in if you don't believe in it in that fashion but i think to focus 60 or 40 on bonds that would be a mistake i would i would replace that with 20 crypto 20 gold if you're looking for a hedge and the rest being equities.

7:5820%. That's a... According to the prices that I... And I know y 'all like to rewrite history. I did call 20 ,000. Well documented. Well documented. You don't have to like me, whatever the case, but those levels were key. If you've got in and you just put in 20 % of your portfolio from that return, we're at a multiple of five from there. Right. Because I think... And Chris Johnson said this too, man. And if you didn't check out that episode of Market Monies, please go check that out. Shout out to Chris. The beautiful thing about Bitcoin is that the price it is today, it won't be in five years. And historically, that data has proven.

8:40It's proven that. And I remember when we started doing this show, we're going on year six now. But we used to say like 5%, between 2 % to 5%. And as this thing is climbed up, it's becoming overwhelmingly clear. like wait we got to make an adjustment so two to five percent for what the original was like 25 of having exposure to bitcoin yeah yeah i remember when i thought of bitcoin being at 500 bucks was a lot like okay 2015 was at 260 july 4th 2016 675 2017 2.6 k 2018 6.6 k 2020 at 9.1 k 20 21 at 35k somebody said and do you expect another 10 to 15 pullback before the end of the year um if you go to ininvest.com and join red panda you will know exactly my thoughts on that and what price to be able to get in if i've made you money put yes in chat back to you rashad and troy thank you thank you for answering that clearly this so next year by that four-year cycle of bitcoin next year was supposed to be the year where you might see a pullback based on that after having we there's like that cycles that we broke down so it would be next year um so we'll see we'll see this year it should it still have some appreciation there's always pullbacks yeah always part of it you need that so but the deep pullbacks of dropping 35 and 40 percent given the institutional involvement that's gonna be rough to have it again i don't think we'll never see 25 000 bitcoin ever again in life 28 000 an illegal alien from Guatemala charged with raping a child in Massachusetts.

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11:00But if you register using our CBP Home app and leave now, you could be allowed to return legally. Do what's right. Leave now. Under President Trump, America's laws, border, and families will be protected. Sponsored by the United States Department of Homeland Security. Hey, it's Joel and Matt from HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back. Prices, they're still high, and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Each week, we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference.

11:40Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

12:11Mind Games, a new podcast exploring NLP, aka neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is an iHeart Podcast. Guaranteed human.